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Richard W. Paul & Associates’s Grayscale Bitcoin Trust GBTC Stock Holding History

Richard W. Paul & Associates’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,015
Closed -$75.1K – 410
2024
Q4 		$75.1K Sell
1,015
-258
-20% -$17K 0.03% 200
2024
Q3 		$64.3K Sell
1,273
-535
-30% -$26K 0.02% 200
2024
Q2 		$86.9K Hold
1,808
– – 0.03% 190
2024
Q1 		$103K Buy
+1,808
New +$79.6K 0.04% 184

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GWM
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Wealthfront Advisers
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ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Richard W. Paul & Associates's GBTC Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2025, closing a stake of 1,015 shares — an estimated $75.1K sold.

Richard W. Paul & Associates first reported a position in GBTC in Q1 2024 and held it in 4 quarters. The position peaked at $103K in Q1 2024. 708 funds tracked by Wall St. Rank hold GBTC as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Grayscale Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 1,015 Grayscale Bitcoin Trust shares in Q1 2025, an estimated $75.1K.
  • Richard W. Paul & Associates first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 4 quarters.
  • Richard W. Paul & Associates's Grayscale Bitcoin Trust position peaked at $103K in Q1 2024.
  • 708 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.